Financial Solutions Advisor: Client-Centric Banking
Job in
Ashland, Hanover County, Virginia, 23005, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Ashland, VA is seeking a licensed financial advisor to provide comprehensive advice and customized solutions. You will triage client leads, refer to partners, and meet with clients to review financial and investment goals.
The role requires completing licenses and trainings and may involve residential mortgage originations under SAFE Act regulations. Ideal candidates will build financial plans using brokerage products such as stocks, bonds, and mutual funds, while managing
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